I needed a bookkeeper to clean up some old bookkeeping mistakes I had made in my company's…read moreaccounts, some as far back as 2013. Rebecca came on time and took care of everything in less than an hour. Love that I can let others know what a great find she is. I'd use her again in a heartbeat.

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

I own a pest control company and Mary's Bookkeeping has been nothing but professional and helpful…read more We are so grateful for her services. We look forward to a long relationship with her and her staff.

I never even had an opportunity to use Mary's bookkeeping, so I can't speak to her services. My…read moreexperience was in setting up my practice to work with Mary. My first clue was when she quoted me an hourly rate of $75/hour, but then wanted to charge me $350/month without ever having SEEN my books or my needs. She said she's been doing this a "long time" and could "tell" it would be 5-7 hours per month of work. That being said, what if it was 5? Or less than 5? Would I get a refund? No response. But I'm in need, so I still said ok. After dozens of emails back and forth, I provided her with passwords for my business accounts, credit cards, and Quick books portable file. I set her up with everything she needed to start my work. The second clue she gave me was asking me (again) which accounts were which (letting me know she couldn't handle complex law firm accounts). She also asked me repeatedly for things I had previously sent her in the same email string. When I responded to her that everything had been provided she emailed me back immediately and stated, "We have decided we are too busy to handle your books." Period. Mind you, by this time, I have told my current bookkeeper that I'm going with someone new. Oy-Vey! After receiving ALL my client's private information in my QB file, my usernames, passwords, statements, etc. and me firing my other bookkeeper, I'll have to change everything now and there's nothing I can do to retrieve my QB portable file. To say I was disappointed is a complete understatement. She's definitely not as organized as she claims to be. I definitely don't see how she has this many 5 star ratings. ??? UPDATE: just read her reply comment on my post. Takes no responsibility for her role in what happened. Just puts it back on me. Whatever Mary. You can't even be honest that you said you were "too busy". *eye roll*. Clearly I dodged a bullet reading your other 1 star reviews.

Business has a new owner and I no longer can use the CPA I was seeing. The cost is higher than it…read morewas before and their billing on invoice didn't make sense at all. The new owner was not amicable (to put it nicely), and also was not professional in his demeanor.

Upon finding out my tax attorney had passed away two days prior to my tax appointment, I was…read morereferred by Clay to Aaron at Pacific Tax Advisors. They were empathetic to my situation, called me back on a Sunday and by morning everything was in motion. Thank you to Clay and Aaron for making me feel like a priority, your professionalism has exceeded my expectations.

I have been coming here for a few years and my experience has been great. David and the rest of…read morethe staff are always very friendly and professional. David meets with me briefly when I need to turn in my tax information to him and he goes over everything I need to know I never feel rushed or like I don't know what's going on. He is very friendly and the services he offers are affordable and well priced. I have recommended him to friends, family and coworkers. Great experience always!

David is my go to when it's tax season every year. He's efficient and get everything done fast…read more Save me time and headaches!

Being a young entrepreneur I left my accountant/CPA to do payroll and bookkeeping myself. I was…read morequickly humbled by the fact that I couldn't do it by myself and Googling/YouTubing every tutorial for Quickbooks was a pain for every small step. Pattygraciously helped set me on the right path to self-manage my own bookkeeping. I felt well taken care of and had that personal help compared to Googling everything. I will definitely keep reaching out to Patty with further help. She's definitely worth it :)

All that one can ask for in terms of keeping the books and showing how great Quick Books really is…read more Patty is a great communicator and keeps all of us up to date. She and her members are people we can trust and do. You will too.

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!